PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.5M
3
+$5.31M
4
T icon
AT&T
T
+$5.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.04M

Top Sells

1
+$12.8M
2
+$12.4M
3
+$4.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.75M
5
C icon
Citigroup
C
+$2.63M

Sector Composition

1 Financials 12.83%
2 Technology 10.2%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 5.59%
350,809
-3,270
2
$93.2M 3.77%
217,666
-715
3
$74M 2.99%
540,208
+1,895
4
$70.6M 2.86%
260,725
+3,383
5
$58.4M 2.36%
661,690
-3,587
6
$52M 2.1%
603,277
+278,499
7
$47.7M 1.93%
175,692
+2,096
8
$45.7M 1.85%
265,840
+8,400
9
$43M 1.74%
276,277
+4,620
10
$38M 1.54%
738,095
+17,389
11
$35.4M 1.43%
290,020
+12,060
12
$33.7M 1.36%
84,084
+2,966
13
$33.2M 1.34%
142,106
+6,836
14
$30.8M 1.25%
107,498
-14,831
15
$30.8M 1.25%
372,477
+42,883
16
$29.8M 1.21%
144,190
+3,291
17
$29M 1.18%
525,111
+96,096
18
$27.2M 1.1%
500,507
+14,300
19
$26.5M 1.07%
166,762
+15,465
20
$25.4M 1.03%
264,187
+9,175
21
$24.8M 1%
442,097
+25,300
22
$24.3M 0.99%
308,578
+1,962
23
$24M 0.97%
82,306
-7,291
24
$23.3M 0.94%
73,204
-4,006
25
$23.3M 0.94%
61,468
+2,213
1
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